Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFAGX (THE MIDCAP GROWTH FUND SHARES) | 4.80% | 2.70% | 10.39% | 0.62% | 8.02% | 8.73% | 7.80% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFAGX (THE MIDCAP GROWTH FUND SHARES) | 06/20/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 2.70 | 10.39 | 0.62 | 8.02 | 8.73 | 7.80 | … | … | 4.80 | 1.58 | 11.77 | 17.74 | -20.31 | -0.83 | 18.76 | 34.41 | -4.55 | 23.39 | 10.92 | 1.48 | 11.22 | 30.93 | 13.42 | -5.60 | 27.83 | 38.62 | -40.01 | 5.65 | 12.81 | 13.65 | 9.44 | 37.57 | -26.83 | -25.92 | -5.29 | 26.00 | 17.18 | 20.65 | 4.38 |
| Sharpe Ratio | NA | 0.05 | 0.44 | -0.10 | 0.33 | NA | NA | … | … | 0.47 | -0.06 | 0.60 | 1.02 | -0.84 | -0.03 | 0.58 | 2.57 | -0.37 | 3.31 | 0.84 | 0.11 | 0.94 | 2.67 | 0.90 | -0.21 | 1.34 | 1.39 | -1.01 | 0.16 | 0.69 | 0.93 | 0.64 | 2.14 | -1.09 | -0.89 | -0.25 | 1.20 | 0.55 | 1.01 | 0.33 |
| Standard Deviation(%) | NA | 14.17 | 16.36 | 20.34 | 19.36 | NA | NA | … | … | 16.63 | 20.32 | 13.66 | 13.98 | 26.12 | 24.55 | 31.73 | 12.82 | 16.17 | 6.90 | 12.81 | 13.73 | 11.87 | 11.57 | 15.03 | 27.45 | 20.73 | 27.65 | 40.64 | 15.94 | 13.62 | 12.20 | 13.31 | 17.20 | 25.66 | 32.49 | 37.59 | 18.85 | 24.82 | 16.80 | 14.58 |
| Draw Down(%) | NA | 12.87 | 21.16 | 40.88 | 40.88 | NA | NA | … | … | 9.81 | 20.52 | 7.80 | 11.51 | 28.53 | 21.79 | 34.23 | 6.32 | 20.30 | 2.64 | 8.90 | 9.22 | 8.13 | 6.74 | 12.08 | 25.24 | 15.97 | 20.53 | 52.49 | 11.18 | 13.88 | 8.21 | 15.28 | 10.86 | 34.31 | 46.01 | 26.56 | 10.15 | 33.18 | 15.96 | 11.84 |
| Yield(%) | 0.00 | 19.59 | 13.49 | 6.39 | 8.27 | 8.73 | 7.95 | … | … | 0.00 | 20.28 | 11.06 | 7.46 | 1.58 | 0.11 | 0.23 | 8.35 | 9.35 | 8.06 | 5.63 | 8.25 | 14.75 | 13.40 | 10.54 | 5.51 | 0.00 | 0.19 | 2.72 | 8.02 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.20 | 16.72 | 4.97 | 6.36 | 1.05 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAGX (THE MIDCAP GROWTH FUND SHARES) |
-23.83%
Feb 2000 – Feb 2003 |
-8.06%
Mar 1998 – Mar 2003 |
-3.02%
Aug 2000 – Aug 2010 |
2.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAGX (THE MIDCAP GROWTH FUND SHARES) |
31.35%
Mar 1997 – Mar 2000 |
23.10%
Feb 2009 – Feb 2014 |
16.80%
Feb 2009 – Feb 2019 |
13.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart